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CIK: 0001641866
Total reported value
$5.5B
$5.5B
4609 檔
5.4%
At the close of Q4 2024, IFP Advisors, Inc disclosed equity holdings valued at approximately $5.5B, spread across 4609 reported holdings.
In Q4 2024, IFP Advisors, Inc displayed an active expansion posture, initiating 1 new positions and adding to 36 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, QQQ) accounted for 5.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
GRNY
市值: $2.8M
Top Position Liquidated / Trimmed
EFA
前期市值: $21.7M
Showing top 200 holdings (of 4609 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.78% | -0.02% | +9.44% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.21% | -0.16% | +35.77% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.68% | +0.31% | -5.79% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 1.58% | -0.03% | -1.95% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.53% | +0.04% | +34.64% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | -0.12% | +18.93% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | +0.14% | -0.42% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | -0.02% | +26.01% | |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.03% | -0.04% | -2.37% | |
| 10 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.98% | +0.05% | +4.14% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.94% | -0.14% | -2.74% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.92% | +0.05% | +15.27% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | — | -6.74% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.10% | +11.94% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 0.82% | -0.28% | +20.57% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.82% | — | +308.82% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.09% | +8.28% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 0.77% | +0.05% | +11.63% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.03% | +7.17% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.70% | +0.02% | +203.78% | |
| 21 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.69% | -0.09% | +20.44% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.69% | -0.03% | +7.04% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.69% | -0.01% | +0.98% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.67% | -0.03% | +229.18% | |
| 25 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.65% | +0.03% | +1.01% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.63% | -0.16% | +0.19% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.15% | +17.24% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.14% | +23.12% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.61% | -0.02% | -5.41% | |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.60% | — | +10.52% | |
| 31 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.54% | — | +9.15% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.46% | +0.22% | +14.06% | |
| 33 | DFSD | Dimensional Short Duration | ETF-Other | 0.46% | -0.01% | +85.61% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | -0.10% | -2.31% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.45% | -0.10% | +1.12% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.45% | -0.30% | +9.29% | |
| 37 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.45% | — | +0.02% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.06% | +13.31% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.43% | +0.02% | +202.72% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.43% | -0.08% | +32.72% | |
| 41 | GJUL | Ft Vest US Equity Moderate B | ETF-Other | 0.41% | — | -1.56% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.41% | -0.04% | +4.47% | |
| 43 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.41% | +0.01% | +76.98% | |
| 44 | ET | Energy Transfer LP | Stock-Energy | 0.41% | — | +1.06% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | +0.01% | +4.00% | |
| 46 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.40% | — | +1.58% | |
| 47 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.40% | — | -0.78% | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.39% | — | +3.87% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | -0.11% | +76.59% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | +0.01% | +31.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +35.77% | Add |
| 2 | NVDA | Nvidia CORP | +0.4% | +34.64% | Add |
| 3 | AMZN | Amazon.com Inc | +0.3% | +26.01% | Add |
| 4 | IYR | Ishares US Real Estate ETF | +0.2% | +1867.63% | Add |
| 5 | AAPL | Apple Inc | +0.2% | +9.44% | Add |
| 6 | DFSD | Dimensional Short Duration | +0.2% | +85.61% | Add |
| 7 | SMH | Vaneck Semiconductor ETF | +0.2% | +76.98% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | +35.71% | Add |
| 9 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +99.48% | Add |
| 10 | RTX | Rtx CORP | +0.1% | +284.36% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +11.94% | Add |
| 12 | TSLA | Tesla Inc | +0.1% | +25.87% | Add |
| 13 | VB | Vanguard Small-cap ETF | +0.1% | +117.64% | Add |
| 14 | T | At&t Inc | +0.1% | +103.71% | Add |
| 15 | IYW | Ishares Ustechnology ETF | +0.1% | +154.95% | Add |
| 16 | OHI | Omega Healthcare Investors | +0.1% | +4919.70% | Add |
| 17 | ITB | Ishares U.s. Home Constructi | +0.1% | +565.26% | Add |
| 18 | BAC | Bank Of America CORP | +0.1% | +129.29% | Add |
| 19 | PPL | Ppl CORP | +0.1% | +8599.19% | Add |
| 20 | INFL | Horizon Kinetics Infl Benef | +0.1% | +340.43% | Add |
| 21 | PG | Procter & Gamble Co/the | +0.1% | +72.88% | Add |
| 22 | IWF | Ishares Russell 1000 Growth | +0.1% | +102.40% | Add |
| 23 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.1% | NEW | New buy |
| 24 | FNF | Fidelity National Financial | +0.1% | +2501.08% | Add |
| 25 | DVY | Ishares Select Dividend ETF | +0.1% | +122.03% | Add |
| 26 | GLW | Corning Inc | +0.1% | +447.37% | Add |
| 27 | CSCO | Cisco Systems Inc | +0.1% | +63.60% | Add |
| 28 | BKLC | Bny Mellon US Lrg Cap Cor | +0.1% | +366.56% | Add |
| 29 | CAG | Conagra Brands Inc | +0.1% | +1742.54% | Add |
| 30 | RPG | Invesco S&p 500 Pure Growth | +0.1% | +367.73% | Add |
| 31 | TIP | Ishares Tips Bond ETF | +0.1% | +285.75% | Add |
| 32 | MSFT | Microsoft CORP | +0.1% | +18.93% | Add |
| 33 | IAU | Ishares Gold Trust | +0.1% | +20.57% | Add |
| 34 | PLTR | Palantir Technologies Inc-a | +0.1% | -10.32% | Trim |
| 35 | PFE | Pfizer Inc | +0.1% | +86.55% | Add |
| 36 | FTSM | First Trust Enh Short Mat Fd | +0.1% | +20.44% | Add |
| 37 | BND | Vanguard Total Bond Market | +0.1% | +32.72% | Add |
| 38 | XLK | Ss Technology Select Sector | 0% | +11.63% | Add |
| 39 | MDY | State Street Spdr S&p Midcap | -0.1% | -86.35% | Trim |
| 40 | XMMO | Invesco S&p Midcap Momentum | -0.1% | -93.69% | Trim |
| 41 | LRCXEUR | Lam Research CORP | -0.1% | -89.84% | Trim |
| 42 | FTEC | Fidelity Msci Info Tech Indx | -0.1% | -65.67% | Trim |
| 43 | PDI | Pimco Dynamic Income Fund | -0.1% | -43.10% | Trim |
| 44 | IBTE | Ishares Ibonds Dec 2024 Term | -0.1% | -50.53% | Trim |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | -0.2% | -39.08% | Trim |
| 46 | EFA | Ishares Msci Eafe ETF | -0.2% | -5.41% | Trim |
| 47 | IOCT | Innovator Int Dev Power Buff | -0.2% | -38.80% | Trim |
| 48 | BIZD | Vaneck Bdc Income ETF | -0.2% | -98.34% | Trim |
| 49 | IVW | Ishares S&p 500 Growth ETF | -0.5% | -68.29% | Trim |
| 50 | SCTXX | Schwab Amt Tax Fr Mny-ultra | -0.5% | -90.03% | Trim |
According to official SEC Form 13F filings, IFP Advisors, Inc reported a total U.S. public equity portfolio value of $5.5B across 4609 disclosed positions in Q4 2024.
During Q4 2024, IFP Advisors, Inc's top holdings by market value included AAPL (2.8%)、SPY (2.2%)、QQQ (1.7%). The largest single position, AAPL, represented 2.8% of total portfolio value.
In Q4 2024, IFP Advisors, Inc made 50 total portfolio adjustments, initiating 1 new buys, adding to 36 positions, trimming 13 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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